DAUs

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Developer exchange fees

Infrastructure and trust & safety

Research and development

General and administrative

Sales and marketing

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Roblox

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Earnings data Q1 2021

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q4 2024

Roblox reports robust Q4 performance, eyes advertising and UGC growth

Roblox delivered strong financial results, emphasizing growth in bookings, user engagement, and monetization, supported by a focus on innovation and safety.
While facing challenges in balancing growth and efficiency, the company is well-positioned to capitalize on opportunities in advertising, UGC, and expanding its creator community.
Overall, Roblox's performance reflects a resilient business model with a strategic focus on long-term growth, innovation, and diversification of revenue streams.

Roblox reports robust Q1 earnings, eyes international expansion and ad revenue growth

Roblox's Q1 2023 performance reflects solid revenue growth, strong user metrics, and a thriving developer community
The company's strategic focus on innovation, cost control, and international expansion positions it for sustained growth
Challenges include competition, user engagement trends, and balancing investment with margin considerations
Opportunities in ad revenue, international expansion, and AI present avenues for future growth and differentiation

Roblox reports strong Q2 results, eyes profitability and global expansion

Roblox's Q2 2023 performance reflects robust growth in bookings, user metrics, and developer ecosystem, positioning the company for long-term success.
Strategic focus on profitability, international expansion, and technology investments underscores a balanced approach to driving revenue and shareholder value.
Challenges in cost management, ad monetization, and platform security require proactive strategies to sustain growth and competitive advantage in the market.

Roblox reports robust Q3 performance, eyes global expansion and efficiency

Roblox's Q3 performance reflects strong growth and strategic focus on global expansion and efficiency gains.
While facing challenges in exchange fees and meeting DevEx targets, the company is poised for growth through opportunities in infrastructure efficiency and advertising.
Investors can expect continued emphasis on cost savings, developer community engagement, and leveraging AI for future growth.

Roblox reports robust Q4 performance, eyes sustained growth strategies

Roblox's Q4 2023 and full-year performance showcased strong growth in key metrics, supported by investments in innovation and international expansion efforts.
The company's strengths in fostering creator success, stable monetization strategies, and strong user engagement position it well for continued growth.
While facing challenges in balancing growth and investments, Roblox has opportunities to further enhance monetization, user engagement, and financial performance.
Overall, Roblox's focus on sustained growth, platform advancements, and optimizing financial metrics underscores a promising outlook for future success.

Roblox reports strong Q1 results, eyes growth in branded experiences

Roblox's Q1 2024 results exceeded revenue expectations but fell slightly below in bookings. The company remains focused on long-term growth potential, profitability, and cash flow targets, with investments in AI tools and safety measures.

Roblox exceeds Q2 revenue expectations, focuses on growth strategies

Roblox delivered strong financial results, showcasing margin expansion and strategic initiatives for growth. The company's focus on cost discipline, user engagement, and revenue diversification positions it well for future success.

Roblox exceeds Q3 expectations with strong revenue and user engagement

Roblox's Q3 2024 performance reflects strong revenue, bookings, and user engagement, supported by a focus on safety, user experience, and financial efficiency.
Challenges include balancing growth expectations, investment in new tools, and maintaining monetization rates amidst evolving market dynamics.
Opportunities in optimizing pricing, expanding genres, and leveraging console success position Roblox for sustained growth and innovation in the virtual economy.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

In August 1989, David Baszucki started a company called Knowledge Revolution which made educational physics and mechanical software. He created a 2D simulated physics lab called Interactive Physics, enjoyed by students around world. During this time he hired his first employee, Erik Cassel, who would go on to form Roblox with him. 

David and Erik launch the beta version of Roblox, DynaBlocks, in order to scale the creativity and imagination of their former company.

The company raises $560,000 of Series A funding, putting the company's pre-money valuation at $1.5 million. 

After realizing people had a hard time remembering its name, the company officially changes from DynaBlocks to Roblox, and Roblox launches on September 1, 2006.

Roblox becomes compliant with COPPA by adding a safe chat feature to protect users under the age of 13.

Roblox raises $2.9 million in Series C venture funding from First Round Capital, Altos Venters and Kleiner Perkins—putting the company's pre-money valuation at $6 million. 

The company holds its first Hack Week by inviting Roblox developers to work on outside-the-box ideas to present.

An iOS version of Roblox is released, and Roblox is now mobile.

Roblox allows developers to exchange their Roblox digital currency, Robux, into real-world currency. Pays to play.

Roblox launches on Xbox One starting with 15 games.

Roblox VR for Oculus Rift launches with more than 10 million games in 3D, bringing user-generated, social gaming to virtual reality. 

Roblox closes a $92 million funding round led by Meritech Capital Partners and Index Ventures.

The company closes $150 million in Series F funding with Greylock Partners and Tiger Global Management.

Roblox forms a partnership with Chinese tech giant Tencent, by focusing on education in order to enter the Chinese market. 

Roblox reaches a major milestone by hitting 100 million active monthly users.

Roblox receives $150 million in a Series G funding round led by Andreessen Horowitz. 

In response to the global pandemic, Roblox creates "Party Place," a venue for virtual birthday parties and other meetups. 

Roblox experiences rapid revenue growth in response to continuing stay-at-home mandates.

Roblox partners with Columbia Records to host its first virtual concert featuring Lil Nas X.

The company goes public on the NYSE under the ticker symbol RBLX. Roblox now has more than 31 million daily users who use it an average of 2.6 hours per day. The company has a reported revenue of $589 million during the first nine months of 2020. 

blog.roblox.com
SEC Form S-1
Marketwatch
Forbes
Inc.
New York Times
TechCrunch
The Wall Street Journal

Roblox benefited tremendously from COVID by providing an escape for children and their parents. However, valuation and expectations are high, and comps are very difficult.

Roblox: Enter The Matrix

DoorDash

These two companies benefited tremendously from stay-at-home trends.

2 Hypergrowth Stocks That Will Be Hurt by Reopening

Roblox's metaverse has been adding more important partnerships recently, in a bid to boost its advertising revenue base. We think advertising revenue is a highly important driver to complement its costly gaming development platform.

Roblox Is Gaining Traction, But May Face China Headwinds

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX) today announced that it will report the company's second quarter 2021 financial results, as well as its key metrics for the month of July 2021, after market close on Monday, August 16, 2021. The company will also conduct a conference call on Tuesday, August 17, 2021 at 5:30 AM PT / 8:30 AM ET to answer questions regarding its financial results. The live webcast of the conference call can be accessed from the Roblox investor rel

Roblox to Report Fiscal 2021 Second Quarter Financial Results on August 16, 2021

SAN MATEO, Calif.--(BUSINESS WIRE)--Great Place to Work® and Fortune magazine have honored Roblox (NYSE: RBLX) as one of the 2021 Best Workplaces for Millennials™. This is Roblox's first time being named to this prestigious list—the company previously appeared on several Best Workplaces in the Bay Area™ lists. Earning a spot means that Roblox is one of the best companies to work for in the country. The Best Workplaces for Millennials award is based on analysis of survey responses from more than

Fortune and Great Place to Work® Name Roblox One of the 2021 Best Workplaces for Millennials™

Roblox's mission is to build a human co-experience platform that enables billions of users to come together to play, learn, communicate, explore and expand their friendships. Roblox is powered by a global community of millions developers who produce their own immersive multiplayer experiences, and these are fueled by millions of players.

Roblox: Wonderful Metaverse, Major Risks

Gan Ltd

Skillz

Wall Street sold off these businesses along with other popular investment classes this week.

Why Roblox and Other Content Platform Stocks Fell This Week

Within the last quarter, Roblox (NYSE:RBLX) has observed the following analyst ratings: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 0 0 1 1 Somewhat Bullish 0 1 0 2 Indifferent 0 0 0 0 Somewhat Bearish 0 0 0 0 Bearish 1 0 0 0 In the last 3 months, 11 analysts have offered 12-month price targets for Roblox. The company has an average price target of $84.82 with a high of $103.00 and a low of $75.00.

Where Roblox Stands With Analysts

While the pandemic accelerated awareness and adoption of Roblox Corp.'s (NYSE:RBLX) online game platform, the company could face challenges ahead, according to Benchmark. The Roblox Analyst: Mike Hickey initiated coverage of Roblox with a Sell rating and a price target of $75.

Here's Why Benchmark Initiates Roblox Stock With Sell

MercadoLibre

Roku

The ARK Invest founder is keen on these tech stocks -- and investors should be, too.

Got $5,000? Here Are 3 Cathie Wood Stocks That Could Soar

RBLX stock should be worth 20% more than its current price by next year, offering a powerful investing opportunity right now. The post Roblox Stock Is Not Done Rising Given Its Powerful Free Cash Flow appeared first on InvestorPlace.

Roblox Stock Is Not Done Rising Given Its Powerful Free Cash Flow

Sony

One of the most popular mobile games announced a strengthened relationship with a large music publishing company. Sony has worked with Roblox on the Lil Nas X virtual performance in November 2020 and a Zara Larsson launch party in May 2021.

Roblox Brings Sony Artists To The Metaverse: What Investors Should Know

Video game platform Roblox announced this morning it has partnered with Sony Music Entertainment on a deal that will allow the two companies to work together to create music experiences for the Roblox community, including opportunities that would give Sony Music artists a way to reach new audiences and generate revenue. The announcement follows last month's […]

Roblox partners with Sony Music to connect artists with money-making activities in the metaverse

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, and Sony Music Entertainment today announced a strategic partnership that will bring more Sony Music recording artists into the Roblox metaverse. Under the agreement, Roblox and Sony Music will work together to develop innovative music experiences for the Roblox community that offer a range of new commercial opportunities for Sony Music artists to reach new

Roblox Partners With Sony Music Entertainment to Bring Their Artists Into the Metaverse

Roblox (NYSE: RBLX) has experienced extraordinary growth by offering a virtual space known as the "metaverse" for tweens which is both a gaming playground and a social hangout. The stock is down more than 20% from its highs in early June when the video game platform company announced seemingly solid operating results for May.

Roblox's Unique Business Model Offers Several Potential Growth Arenas

BYD vs. RBLX: Which Stock Is the Better Value Option?

BYD vs. RBLX: Which Stock Should Value Investors Buy Now?

Talewind has raised $800,000 in a round of funding to create games for the Roblox user-generated content platform.

Talewind raises $800K to make Roblox games

Tech stocks are in the spotlight today, and Roblox Corp (NYSE:RBLX) looks to be riding the coattails of the sector's surge.

Options Bulls Bet on Rebounding Roblox Stock

Toya Studio and Zag Games said that their Roblox game Miraculous RP: Quests of Ladybug & Cat Noir is over 100 million plays in seven weeks.

Toya's Miraculous Ladybug gets 100M plays on Roblox

JD.com

Unity Software

Following Wood's lead and buying these stocks could turn out to be a very good investment decision.

Cathie Wood Goes Bargain Shopping: 3 Stocks She Just Bought

Roblox's metaverse has created a lot of hype. It seems like these days, marketing is more important than fundamentals. Although Roblox is the online gaming leader in the U.S., it doesn't look close to achieving operating profitability moving forward.

Roblox: Buy Only If You Are Absolutely Confident

Netflix

Pinterest

These companies have no physical products to sell; therefore supply shortages won't affect their businesses.

3 Growth Stocks That Are Immune to Supply Chain Risks

The recent news of Netflix using Roblox's platform can bring new developers and content to Roblox.

This Could Be a Huge Catalyst for Roblox

RBLX stock has caused investors whiplash but in the end is delivering profits. This should continue for as long as markets are bullish.

Roblox Stock Is Looking to Level Up Again After Taking Earnings Hit

Topping up on shares of this video game company could be a very risky move.

News for Roblox Stock (RBLX)